Client Operations Specialist

Insight; Manila; Hybrid; PHP 350,000 - 600,000; Full time

Job summary

Insight is seeking a Client Operations Specialist in Pasig, Philippines to support customer service and manage sales processes for Account Executives, including quoting, orders, RMAs, and procurement access.

The role requires 2–3 years in order management with a strong background in customer service, IT, and CRM tools, plus excellent English communication. Willingness to work on an EMEA-aligned shift is essential.

Qualifications

• Bachelor’s degree in any field is preferred.
• College level acceptable with relevant experience.
• 2–3 years experience in order management and customer service.
• Must have experience in CRM tools and strong English communication.
• Amenable to work on EMEA-aligned shift.

Responsibilities

• Provide customer service and manage sales processes for Account Executives.
• Quote, quote entry, order processing, and procurement access.
• Research product information and pricing; support pre-sales activities.
• Manage RMA, credits, and collections facilitation as needed.
• Prepare and submit accurate sales quotes into the system.
• Coordinate with other departments to improve efficiency and deliver orders on time.
• Follow up on open client returns and replacements; ensure contract compliance.

Skills

Customer service

English proficiency

Team coordination

Education

Bachelor’s Degree

College Level

Tools

CRM tools

Job description

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Client Operations Specialist

Pasig, PH

Requisition Number: 105858

Position Overview

The Client Operations Specialist will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE). This involves, but is not limitedto:quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections.Pre-sales support functionsinclude:pre-qualification of accounts, product pricing, research, configuration and product information.

What you’ll do at Insight

The Client Operations Specialist will be responsible for developing efficient practices to serve business needs.

Work on special projects for clients and sales force as needed.

Attend Company, vendor, and publisher trainings and webinars, as directed.

Build relationships with other Insight departments and increase efficiencies where applicable.

Prioritize and respond to incoming client calls and emails

Research technical information on product requests and ensure access to procurement.

Responsible for correct and accurate order processing.

Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.

Research technical information on product requests and ensure access to procurement.

Ensure special bid pricing is applied and correct cost is captured on every order before order is released.

Ensure contract compliance

Provide reporting for clients.

Request and/or set up new client sold-to’s, bill-to’s, and ship-to’sas needed.

Manage pricing (agreement manager, contract module) and work with vendors on special pricing.

Assist clients with their web accounts with Insight.

Ensure correct and accurate order fulfillment

Responsible for RMA management, credit re-bills and collections facilitation.

Follow-up on all open client returns in a timely manner.

Follow through to make sure the replacementorder (if applicable) is placed and shipped.

Positive interaction with Customer Service /Purchasing on RA/Replacements.

Keep sales force informed of any problems and final resolution of issue.

Provide order status for client base.

What you'll need to join Insight

• Preferably Bachelor’s Degree in any course
• College Level
• Atleast 2-3 years experience in Order management and with a strong background in customer service, operations, IT and other related functions
• Must have experience in CRM tools
• Strong written and verbal English communications skills
• Amenable to work on EMEA aligned shift
• Able to thrive in an environment characterized by rapidly changing requirements and an ongoing focus on meeting operational objectives

The position described above provides a summary of some the job duties required and what it would be like to work at Insight. For a comprehensive list of physical demands and work environment for this position, click here .

About Insight

Today, every business is a technology business. Insight Enterprises, Inc. empowers organizations of all sizes with Insight IntelligentTechnology Solutions™ and services to maximize the business value of IT. As a Fortune 500-ranked global provider of digital innovation, cloud/data center transformation, connected workforce, and supply chain optimization solutions and services, we help clients successfully manage their IT today while transforming for tomorrow. From IT strategy and design to implementation and management, our 11,000 teammates help clients innovate and optimize their operations to run smarter. Discover more at insight.com

• Founded in 1988 in Tempe, Arizona
• 11,000+ teammates in 19countries providing Insight Intelligent Technology Solutions™ for organizations across the globe
• $8.3 billion in revenue in 2020
• Ranked #409on theFortune 500, #15on the CRN Solution Provider 500, 2020 CRN Innovator of the Year Award
• 2020 Intel Innovation Partner of Year, 2020 Microsoft U.S. Partner of the Year and Worldwide Customer Experience Partner of the Year
• Ranked #7 on the 2021 Fortune World's Most Admired Companies (Information Technology Services industry), #70 on the Fortune 100 Best Workplaces for Diversity, #296 on Forbes World's Best Employers (#27 within IT), and #5 on the Phoenix Business Journal 2020 list of Best Places to Work

Today's talent leadstomorrow's success. Learn about careers at Insight: jobs.insight.com

Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.

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